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Sample Checkout Module Explained

The sample checkout module should be used when a customer takes or orders products samples that must be returned at a later date. To check out a sample for a customer within the Retail Lead Management system, do the following: Click on the name of the lead that is checking out a sample. Click on [...]

Statuses Defined

Open – This status is for leads that are current potential sales opportunities.  The stages of “Unassigned”, “Assigned”, “Accepted”, “Contacted”, “Appointment”, “Estimated”, “Negotiations” and “On Hold” are considered “Open”. Closed – This status is for leads that have already been sold or are no longer current potential sales opportunities. The stages of “Sale”, “No Sale”, [...]

Lead Detail Screen Explained

Lead Detail Screen – this screen shows all information associated with a specific lead Sprocket/Gear button (on the lead detail page)  - This button opens a menu where the user can do the following: Change Stage – update the lead’s stage within the sales pipeline Assign – assign the lead to a user Attach Files [...]

Notification Types Defined

New Lead – This notification is sent to a user when a new lead has been created within their assigned locations, divisions, and pipelines. Lead Assigned – This notification is sent to a user when a lead is assigned to another user within their assigned locations, divisions, and pipelines. Assignment Not Accepted – This notification [...]

On the Fly Reporting

Users can produce quick reports from the main listing page by using the “On the Fly” reporting feature. To run a report, follow these steps: Select the lead listing page from which you’d like to run your report. When all filters have been cleared, the upper left hand corner of the screen will show the [...]

How to Create a Lead

The user must first click on the “Create Lead” button in the upper right hand corner (looks like a plus sign). If the system contains multiple pipelines, the user will have to select the pipeline in which the new lead will be built. A new “Lead Detail” screen will appear. The user should complete the [...]

Managing the Listing Screen

To sort a column, click on the downward pointing arrow button to the right of the column name. A dropdown menu will appear with the options to sort it in ascending or descending order (alphabetically or numerically), hide the column, or pin it to the left or right (hold the column in place as the [...]

Listing Screen Explained

Listing Screen – this screen gives a 360° view of all leads in the system Menu button   – This button on the far left controls the listing that is shown on screen. The “Home” listing will show all open leads. The “Open Leads” screen will show leads that are at the stage “Unassigned”, "Assigned", "Accepted", [...]

Task Types Defined

Lead Task – This is a task that is associated with a specific lead. It is automatically required by the system when the user changes a lead to an “Open” status stage. It is not required by the system when the user changes a lead to a “Closed” status stage. User Task – This is [...]

Stages Defined

Unassigned* - This is a new lead that has been created in the system and has not yet been assigned to a user. Assigned* – This is a new lead that has been assigned to a user. Accepted* - This is a lead that has been accepted by the user to whom it was assigned. [...]